Tasks can be linked if they are related in some way. For example, if you're doing a new installation and have to re-attend in three months to perform an inspection, you could create a new linked task. This will give you the option to go backwards and forwards so you can see the original installation task and then the more recent inspection task.
- Linked Tasks appear against both the original task and the linked one
- Multiple tasks can be linked against a task
- You can link tasks belonging to different clients
- You can also link quotes to tasks
- Quotes created using the Generate Quote function for asset tasks will appear as linked tasks.
This feature is also available in AroFlo Field.
Permission Groups
- All users in default permission groups can see that there are linked tasks (but may not be able to see the linked tasks).
- Supervisors can also add linked tasks.
- Managers can add and also remove linked tasks.
Custom permission groups
If you have custom permission groups, Site Administrators can enable task linking via Permission Groups > Tasks > Fields > Linked Tasks > View, Add, and/or Remove (tick as appropriate).
Create a new linked task (via an existing task)
If you're working on an existing task and want to create a new task or quote for the same client/location, you can use the Create button located at the top right of the Task window. Creating a task in this manner allows you to link tasks together to make it easier to track job history for a particular client and location.
- Open an existing task.
- Click the Create button located at the top right of the task window.
- Select the appropriate option:
- Use Client - will create a task/quote against this client.
- Use Client, Location - will create a task/quote against this client and location (only appears if a location was selected for the task).
- Complete the fields as described on Create a Task / Create a Quote.
- Click Create Task / Quote / Periodic.
- The original task will appear under the Linked Tasks tab of the newly created task/quote, and vice versa.
Link an existing Task
If you're working on a task or quote and need to link a related, existing task, or multiple tasks to it, do this via the Linked Tasks tab.
- The linked task does not need to be against the same client.
- Quotes generated from asset tasks using the Generate Quote function automatically appear as linked tasks. Read more.
1. Click Add Tasks
Click the Linked Tasks tab and click Add Tasks.
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2. Select relevant task(s)
Select the relevant task(s) from the search window and close the window once done.
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Business Units filter
If you have access to multiple Business Units, you will have an additional filter at the bottom of the search window to display further options.
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3. Save Task
Save Task.
The linked task(s) will appear under the Linked Tasks tab.
Remove Linked Tasks
To unlink a linked task, click the (red cross) on the linked task, underneath the 'Remove' column. Remember to Save.
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